Private Trust Company’s Utz Brands UTZ Stock Holding History

Private Trust Company’s Portfolio UTZ Stock Details UTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.71K	Hold	742	–	–	﹤0.01%	2250
2026 Q1	$5.88K	Sell	742 -1,069	-59%	-$9.93K	﹤0.01%	2158
2025 Q4	$18.8K	Buy	1,811 +857	+90%	+$9.24K	﹤0.01%	1683
2025 Q3	$11.6K	Buy	954 +169	+22%	+$2.24K	﹤0.01%	1847
2025 Q2	$9.85K	Buy	785 +99	+14%	+$1.29K	﹤0.01%	1826
2025 Q1	$9.66K	Buy	686 +374	+120%	+$5.14K	﹤0.01%	1812
2024 Q4	$4.89K	Hold	312	–	–	﹤0.01%	1982
2024 Q3	$5.52K	Hold	312	–	–	﹤0.01%	1911
2024 Q2	$5.19K	Sell	312 -40	-11%	-$720	﹤0.01%	1913
2024 Q1	$6.49K	Hold	352	–	–	﹤0.01%	1818
2023 Q4	$5.72K	Sell	352 -180	-34%	-$2.38K	﹤0.01%	1870
2023 Q3	$7.14K	Hold	532	–	–	﹤0.01%	1730
2023 Q2	$8.7K	Buy	532 +180	+51%	+$3.09K	﹤0.01%	1674
2023 Q1	$5.8K	Sell	352 -126	-26%	-$2.08K	﹤0.01%	1799
2022 Q4	$8K	Sell	478 -128	-21%	-$2.12K	﹤0.01%	1655
2022 Q3	$9K	Hold	606	–	–	﹤0.01%	1504
2022 Q2	$8K	Buy	+606	New	+$8.43K	﹤0.01%	1604

Other funds holding UTZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Private Trust Company's UTZ Position: Q2 2026 in Review

Private Trust Company held its Utz Brands (UTZ) position steady in Q2 2026 at 742 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

Private Trust Company first reported a position in UTZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $18.8K in Q4 2025. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

Private Trust Company held 742 shares of Utz Brands worth $5.71K as of Q2 2026.
Private Trust Company left its Utz Brands share count unchanged in Q2 2026.
Utz Brands made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2250 holding.
Private Trust Company first reported a position in Utz Brands in Q2 2022 and has held it in 17 quarters since.
Private Trust Company's Utz Brands position peaked at $18.8K in Q4 2025.
235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.